Kiley Juergens Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Kiley Juergens Wealth Management, LLC
- $441 Million
- Q4 2025
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 64,944 shares of BSV stock, worth $5.11 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
64,944
Previous 66,964
3.02%
Holding current value
$5.11 Million
Previous $5.28 Million
3.22%
% of portfolio
1.16%
Previous 1.21%
Shares
30 transactions
Others Institutions Holding BSV
# of Institutions
1,396Shares Held
412MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY38.6MShares$3.04 Billion0.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO37.9MShares$2.98 Billion5.09% of portfolio
-
Envestnet Asset Management Inc28MShares$2.2 Billion0.68% of portfolio
-
Jpmorgan Chase & CO New York, NY25.1MShares$1.98 Billion0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO19.5MShares$1.54 Billion4.29% of portfolio